Personal InfoCloud is the Focus

One thing that struck me from the article, which I did not write about, was the focus on Google. Personally I find it odd as Yahoo is sitting on the content and the structure for more than 90 percent of what is needed to pull off the Personal InfoCloud. Yahoo is beginning to execute and open access to their data in proper structures. Ballmer lays out a nearly exact scenario for aggregating one's own information and putting it in our lives to the one I have been presenting the last few years. Yahoo has the components in place today to build on top of and make it happen. Google is not only lacking the structure, but they are not executing well on their products they produce. Google does the technically cool beta, but does not iterate and fix the beta nor are they connecting the dots. Yahoo on the other hand is iterating and connecting (they need to focus on this with more interest, passion, and coordinated direction).

The Real Battle

I really do not see the battle as being between Google and the others. The real battle is between Yahoo and Microsoft. Why? Both focus on the person and that person's use and need for information in their life and with their context. Information needs to be aggregated (My Yahoo is a great start, but it goes deeper and broader) and filtered based on interest and need. We are living in a flood of information that has crossed into information pollution territory. We need to remove the wretched stench of information to get back the sweet smell of information. We need to pull together our own creations across all of the places we create content. We need to attract information from others whom have similar interests, frameworks, and values (intellectual, social, political, technological, etc.). The only foundation piece Yahoo is missing is deep storage for each person's own information, files, and media.

Microsoft Live Gets It

Microsoft has the same focus on the person. I have become intrigued with the Microsoft Live properties (although still have a large disconnect with their operating systems and much of their software). Live is aiming where Yahoo is sitting and beyond. Microsoft has the cash and the interest to assemble the pieces and people to get there. Live could get there quickly. Looking at the Live products I saw in January at Search Champs with some in relatively early states and what was launched a few months later, the are iterating quickly and solidly based on what real people want and need in their lives (not the alpha geeks, which Google seems to target). Live products are not done and the teams are intact and the features and connections between the components are growing. They are leaving Google in the dust.

Can Yahoo Stay Ahead of Microsoft?

The question for Yahoo is can they keep up and keep ahead of Microsoft? Google has the focus in search as of today (not for me as the combination of Yahoo! MyWeb 2.0 and Yahoo! Search combined blow away anything that Google has done or seemingly can do. Yahoo! does need to greatly improve the simplicity, ease of use, and payoff (it takes a while for the insanely great value of MyWeb 2.0 to kick in and that needs to come much earlier in the use phase for regular people).

I am seeing Microsoft assembling teams of smart passionate people who want to build a killer web for regular people. It seems Ray Ozzie was the turn around for this and is part of the draw for many heading to work on Live products. The competition for minds of people who get it puts Live in competition with Google, Yahoo, EBay, Amazon, and even Apple. I am seeing Live getting the people in that they need. Recently (last week) Microsoft even started changing their benefits and employee review practices to better compete and keep people. It seems that they are quite serious and want to make it happen now.

Yahoo Under Valued

Recent comments about Yahoo being under valued in the long term are dead on in my view. A recent Economist article about Google pointed out how poorly they execute on everything but their core service (search). This waking up starts to bring a proper focus on what those of us who look at regular people and their needs from information and media in their lives have been seeing, Yahoo gets it and is sitting on a gold mine. Yahoo has to realize that Microsoft sees the same thing and is pushing hard with a proper focus and passion to get there as well.

Google Overvalued

What does this mean for Google? I am not sure. Google is a technology company that is focussed on some hard problems, but it has to focus on solutions that people can use. Google aims for simple interfaces, but does not provide simple solutions or leaves out part of the solutions to keep it simple. They need a person-centered approach to their products. The addition of Jeff Veen and his Measure Map team should help, if they listen. Google has some excellent designers who are focussed on usable design for the people, but it seems that the technology is still king. That needs to change for Google to stay in the game.